Consolidated Returns as of 30 June 2024
You need to choose EUR-based ETFs that follow the same benchmarks. Actual returns should be comparable, but they may vary due to differences in sampling methods, annual fees, and the exchange rates used for month-end calculations. Similar EUR ETFs (hedged or not) may not always be available.
Holding the Fulvio Marchese In Saecula Saeculorum To EUR Hedged Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~75 years), the longest period with a negative return lasted 53 months (from February 1966 to June 1970).
This means that every rolling period of 54 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Fulvio Marchese In Saecula Saeculorum To EUR Hedged Portfolio: ETF allocation and returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
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The annualized return of the last 10 years has been 5.45% (updated at Jun 30, 2024).
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.52% |
+43.57%
Jul 1982 - Jun 1983 |
-17.74%
Mar 2008 - Feb 2009 |
15.40%
136 out of 883 |
Euro Inflation Adjusted | +6.36% |
+39.90%
Jul 1982 - Jun 1983 |
-24.52%
Nov 2021 - Oct 2022 |
21.74%
192 out of 883 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.29% |
+23.58%
Jul 1984 - Jun 1986 |
-7.38%
Jul 1968 - Jun 1970 |
8.15%
71 out of 871 |
Euro Inflation Adjusted | +5.70% |
+22.34%
Jul 1984 - Jun 1986 |
-12.56%
Nov 2021 - Oct 2023 |
15.50%
135 out of 871 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.16% |
+20.24%
Nov 1990 - Oct 1993 |
-2.31%
Mar 2006 - Feb 2009 |
2.21%
19 out of 859 |
Euro Inflation Adjusted | +5.64% |
+19.15%
Aug 1984 - Jul 1987 |
-5.91%
Oct 1971 - Sep 1974 |
12.34%
106 out of 859 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.75% |
+18.71%
Jul 1982 - Jun 1986 |
-0.20%
Mar 2005 - Feb 2009 |
0.12%
1 out of 847 |
Euro Inflation Adjusted | +5.27% |
+16.55%
Jul 1982 - Jun 1986 |
-2.38%
Aug 1978 - Jul 1982 |
6.02%
51 out of 847 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.89% |
+17.21%
Aug 1982 - Jul 1987 |
+0.83%
Jun 1965 - May 1970 |
0.00%
0 out of 835 |
Euro Inflation Adjusted | +5.41% |
+15.50%
Aug 1982 - Jul 1987 |
-1.73%
Jul 1977 - Jun 1982 |
3.59%
30 out of 835 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.96% |
+15.01%
Nov 1990 - Oct 1996 |
+1.78%
Jul 1964 - Jun 1970 |
0.00%
0 out of 823 |
Euro Inflation Adjusted | +5.33% |
+12.70%
Aug 1950 - Jul 1956 |
-3.00%
Oct 1968 - Sep 1974 |
2.07%
17 out of 823 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.74% |
+15.19%
Oct 1990 - Sep 1997 |
+2.88%
Oct 1967 - Sep 1974 |
0.00%
0 out of 811 |
Euro Inflation Adjusted | +5.36% |
+12.01%
Oct 1990 - Sep 1997 |
-1.67%
Oct 1967 - Sep 1974 |
1.36%
11 out of 811 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.76% |
+14.40%
Nov 1990 - Oct 1998 |
+3.18%
Nov 2000 - Oct 2008 |
0.00%
0 out of 799 |
Euro Inflation Adjusted | +5.48% |
+11.58%
Nov 1990 - Oct 1998 |
-0.18%
Oct 1973 - Sep 1981 |
0.13%
1 out of 799 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.85% |
+13.70%
Nov 1990 - Oct 1999 |
+2.50%
Mar 2000 - Feb 2009 |
0.00%
0 out of 787 |
Euro Inflation Adjusted | +5.66% |
+11.04%
Nov 1990 - Oct 1999 |
-0.64%
Jul 1973 - Jun 1982 |
0.89%
7 out of 787 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.86% |
+13.05%
Jan 1989 - Dec 1998 |
+2.98%
Mar 1999 - Feb 2009 |
0.00%
0 out of 775 |
Euro Inflation Adjusted | +5.63% |
+10.17%
Aug 1982 - Jul 1992 |
-0.65%
Jul 1972 - Jun 1982 |
0.65%
5 out of 775 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.95% |
+13.20%
Jul 1982 - Jun 1993 |
+3.41%
Mar 1998 - Feb 2009 |
0.00%
0 out of 763 |
Euro Inflation Adjusted | +5.55% |
+10.58%
Jul 1982 - Jun 1993 |
+0.35%
Apr 1971 - Mar 1982 |
0.00%
0 out of 763 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.87% |
+12.51%
Jun 1984 - May 1996 |
+4.49%
Mar 1997 - Feb 2009 |
0.00%
0 out of 751 |
Euro Inflation Adjusted | +5.49% |
+9.87%
Oct 1985 - Sep 1997 |
+1.13%
Jun 1972 - May 1984 |
0.00%
0 out of 751 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.85% |
+12.94%
Aug 1984 - Jul 1997 |
+4.66%
Oct 1961 - Sep 1974 |
0.00%
0 out of 739 |
Euro Inflation Adjusted | +5.48% |
+10.38%
Aug 1984 - Jul 1997 |
+0.41%
Oct 1968 - Sep 1981 |
0.00%
0 out of 739 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.83% |
+12.77%
Jul 1984 - Jun 1998 |
+5.14%
Jul 1968 - Jun 1982 |
0.00%
0 out of 727 |
Euro Inflation Adjusted | +5.36% |
+10.31%
Jul 1984 - Jun 1998 |
+0.25%
Jul 1968 - Jun 1982 |
0.00%
0 out of 727 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.83% |
+12.95%
Aug 1982 - Jul 1997 |
+5.44%
Aug 1967 - Jul 1982 |
0.00%
0 out of 715 |
Euro Inflation Adjusted | +5.28% |
+10.36%
Aug 1982 - Jul 1997 |
+0.77%
Aug 1967 - Jul 1982 |
0.00%
0 out of 715 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.66% |
+12.93%
Jul 1982 - Jun 1998 |
+5.57%
Oct 1965 - Sep 1981 |
0.00%
0 out of 703 |
Euro Inflation Adjusted | +5.27% |
+10.40%
Jul 1982 - Jun 1998 |
+1.15%
Oct 1965 - Sep 1981 |
0.00%
0 out of 703 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.69% |
+12.58%
Jul 1982 - Jun 1999 |
+5.49%
Jul 1965 - Jun 1982 |
0.00%
0 out of 691 |
Euro Inflation Adjusted | +5.33% |
+10.14%
Jul 1982 - Jun 1999 |
+1.05%
Jul 1965 - Jun 1982 |
0.00%
0 out of 691 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.95% |
+12.20%
Apr 1982 - Mar 2000 |
+5.48%
Jul 1964 - Jun 1982 |
0.00%
0 out of 679 |
Euro Inflation Adjusted | +5.42% |
+9.72%
Jul 1982 - Jun 2000 |
+1.07%
Jul 1964 - Jun 1982 |
0.00%
0 out of 679 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.07% |
+11.52%
Oct 1981 - Sep 2000 |
+5.72%
Jan 2000 - Dec 2018 |
0.00%
0 out of 667 |
Euro Inflation Adjusted | +5.54% |
+8.96%
Oct 1981 - Sep 2000 |
+1.45%
Jul 1963 - Jun 1982 |
0.00%
0 out of 667 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.22% |
+11.18%
Apr 1980 - Mar 2000 |
+5.73%
Apr 1962 - Mar 1982 |
0.00%
0 out of 655 |
Euro Inflation Adjusted | +5.44% |
+8.36%
Apr 1980 - Mar 2000 |
+1.60%
Apr 1962 - Mar 1982 |
0.00%
0 out of 655 |
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To obtain comprehensive information, please consult the Fulvio Marchese In Saecula Saeculorum To EUR Hedged Portfolio: ETF allocation and returns page.